ESOP · DOL Form 5500 · 2024

Nussbaum Group, Inc. ESOP

Data updated 2026-08-25

$310K
Total assets Small plan by assets
50
Participants Small participant base
14th
Percentile by assets National rank
$6,205
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Nussbaum Group, Inc. · Washington · Professional & Technical Services

$310K in assets, 50 participants

Nussbaum Group, Inc.'s Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust reported $310K in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 14th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,183 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust holds $310K for 50 participants - about $6,205 per participant, among the smaller plans by assets on file.

#2,183
in Professional & Technical Services (20,173 peers)
-$570K
reported net income

The plan reported a net loss of $570K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$310,250 14th percentile higher than 14% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust is a small filing (50 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 721543310 · Nussbaum Group, Inc. PY 2024 · ESOP

Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust · $310K · 50 · 14th

  • EBSA $310K
  • PART 50
  • TYPE 14th
  • NET ESOP
  • BOOK near W.T. Quinn, Inc. Employee Stock Ownership Plan
  • VS-ST ind #2183

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Washington →

Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Nussbaum Group, Inc. Employee Stock Ownership Plan and TrustNussbaum Group, Inc. Employe…$310KW.T. Quinn, Inc. Employee Stock Ownership PlanW.T. Quinn, Inc. Employee St…$311KBest Mexican Foods, Inc. Employee Stock Ownership PlanBest Mexican Foods, Inc. Emp…$312KAdvanced Equity Management, Inc. Employee Stock Ownership PlanAdvanced Equity Management, …$313KBanik Communications, Inc. Employee Stock Ownership PlanBanik Communications, Inc. E…$307K
End-of-year total assets ($M) among Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$570K
Net Income-$570K
Employer EIN721543310
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Washington

Peer ESOP plans, same state, same plan type, ranked by total assets.

Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -101234 Total assets ($B) Participants Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.00031025 · Participants: 50Nussbaum Group, Inc. Employee Stock Ownership Plan and TrustSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.162915985 · Participants: 4281Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.30805532 · Participants: 1238Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.207396855 · Participants: 291Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.159192217 · Participants: 737Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.097195017 · Participants: 184The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants
Compare Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is W.T. Quinn, Inc. Employee Stock Ownership Plan in NJ ($311K); by covered participants it is Suburban K9 Employee Stock Ownership Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is W.T. Quinn, Inc. Employee Stock Ownership Plan in NJ ($311K, 20 participants).
Which ESOP plans cover a similar participant headcount to Nussbaum Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Suburban K9 Employee Stock Ownership Plan in TX (50 participants, $146K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 721543310.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.